Table of Contents


Overview

Within an offer you can create positions manually or you use the import-functionality to create many positions at once. For that you need to prepare an Excel-File and copy the rows needed with Copy&Paste into the application.

Details

You can find this functionality called "From clipboard" here:

Example file

Please download the file for more information: Example_Offer-Positions_Import_V1.xlsx

The Excel-file

Please find the content of the excel-file:

MengeBezeichnungArtikelNrPreisText_txt.pos.dumText_txt.pos.ppsitmText_txt.pos.grp
1Introduction




1Chapter A



Chapter A: With text
1ERP-Article one for Chapter A42-10017900
Text for ERP-Article One with Price
2ERP-Article two for Chapter A42-1002

Text for ERP-Article Two without a Price (automatic pricing)
2Dummy-Item one for Chapter AItem_001520Text for Dummy-Item One in Chapter A

1Chapter Alternatives




1ERP-Article one for Chapter Alternatives42-10017900
Text for ERP-Article One with Price (sorry, no formatting possible)
2Dummy-Item one for Chapter AItem_001520Text for Dummy-Item One in Chapter A

Description of the header line

The first line is the header. Please use exactly that naming of the columns.

  1. Menge: It is the amount of the position.
  2. Bezeichnung: The description of the item or structure
  3. ArtikelNr: The item-number
  4. Preis: The price for the item (please let it empty for a automatic pricing)
  5. Text_txt.pos.dum: The text for an Dummy-Item (Angebotsartikel)
  6. Text_txt.pos.ppsitm: The text for an ERP-Article 
  7. Text_txt.pos.grp: The text for a structure (Gliederung)

How to create positions of a specific type

  1. Structure (Gliederung): How to create 
    1. Menge = 1
    2. ArtikelNr = empty
    3. Preis = empty 
  2. ERP-Article: How to create
    1. Menge > 0
    2. ArtikelNr = it must be a known item-number of an existing ERP-Article in the application
    3. Preis
      1. If price is empty: automatic pricing
      2. If price is not emtpy: This price will be imported
  3. Dummy-Item (Angebotsartikel): How to create
    1. Menge > 0
    2. ArtikelNr = it must be unknown or emtpy
    3. Preis > 0

Notes

It is not possible to create a substructure (a structure within a structure).

How to import the Excel-data

To import the data

  1. please copy the header row and all rows wanted in the Excel file to the clipboard (select it and press ctrl+c). 
  2. Open the functionality "Import from Clipboard)
  3. Insert the excel-content into the field "Clipboard content" (press ctrl+v)
    2. Do not change the options except "Add as": You can add the positions as a child (only possible for the rood-node or a structure) or as a successor behind the selected item on the same level. 
  4. Press "Ok"

After that you can see the result: